See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,807 | $175,202-82.4% | $149,673-79.4% | $139,434-77.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.84% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,377 | $5,474-74.8% | $4,818-71.4% | $4,751-71.0% |
| Participant deferral / active EE | $3,586 | $6,519-45.0% | $5,680-36.9% | $6,710-46.6% |
| Admin fee / account holder | $226 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |